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Wealth Advisor at Mercer Advisors - ApplyBlast

Wealth Advisor

Mercer Advisors

4 hours ago

4.0 on Glassdoor

Newport Beach, California, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Wealth Advisor at Mercer Advisors serves as a primary trusted advisor to a book of clients, supporting business development and client service efforts within a team-centered environment. The role involves managing client relationships, delivering financial planning modules, and collaborating with leadership to drive retention and asset growth. This position requires strong expertise in investments, tax, estate, and insurance planning to help families amplify and simplify their financial lives.

Responsibilities

Serve as primary trusted advisor to a book of 150-250 Wealth Path clients
Analyze, draft, edit, deliver, and present financial planning modules to clients
Support team's Regional Vice Presidents and Managing Directors as a subject matter expert

Skills

Qualifications

Bachelor's degree from an accredited institutionCertified Financial Planner (CFP) designationChartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.